Our Company

Our mission is to help you meet your retirement goals. It is our goal to help you preserve and protect your hard earned money. In addition, we strive to provide you with the appropriate investment plans with the objective of achieving higher than average growth and income. At Kramer Investment Services, LLC, we provide you with the professional service you deserve.

Kramer Investment Services, LLC provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Kramer Investment Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Our Services

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kramer Investment Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Kramer Investment Services, LLC a Registered Investment Advisor in the State of Wisconsin and Illinois. Insurance products and services are offered through Kramer Investment and Insurance Services, Inc. Kramer Investment Services, LLC and Kramer Investment and Insurance Services, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Wisconsin and Illinois or where otherwise legally permitted. Kramer Investment Services, LLC, Kramer Investment and Insurance Services, Inc. and James Kramer are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.